Year-End Planning Tips: Roth Conversions
October 24, 2018
The Roth IRA is fantastic. When you deposit funds to a Roth IRA, the IRS tells us that you will never be taxed again on … Read More
Austin Wealth Management Blog
Year-End Planning Tips: Required Distributions
October 24, 2018
Required Minimum Distributions You did a great job building up that 401k, but the IRS eventually demands your tax dollars. This applies to people who … Read More
2018 Q3 Trends – Expensive stocks outperformed cheap stocks
October 22, 2018
Is the ‘value premium’ dead? Investing with a preference for cheap stocks (named “value” by marketing departments) over expensive stocks (named “growth” by marketing departments) … Read More
2018 Q3 Trends – Global stock market divergence
October 22, 2018
The difference between stock market returns from these broad regional categories have reached historical significance in 2018. As disciplined investors, we see an opportunity to … Read More
2018 Q3 Trends – Interest Rates Up
October 22, 2018
We have observed a gradual interest rate increase since mid-2017. The change was first experienced in higher yielding cash savings accounts, which was great news … Read More
NEW! North Austin Location
October 22, 2018
In an effort to better serve our clients who live and work north of the river, we have opened a meeting location at the intersection … Read More
Podcast: Budgeting in Austin, TX
September 5, 2018
This podcast breaks down the difficult challenge of budgeting for a middle to upper middle class family in Austin, Texas. Find it here: http://conversationwithkevin.libsyn.com/a-mental-model-for-budgeting We … Read More
US vs The World
September 5, 2018
Stock markets have exhibited some fascinating behavior this year, and I’m not just talking about Elon Musk tweeting Tesla’s price up and down. (Although I … Read More
Trade Wars
July 18, 2018
If wealth creation can be defined as more people accessing better products and services at lower prices, then Trade Wars gum up the works. It … Read More
Tech Update: Portfolio Insight
May 17, 2018
We are excited to announce a new visual investment dashboard in your Orion portal. Orion is a performance reporting system that uses data feeds from … Read More